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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,467 | $86,288+133.5% | $111,306+81.0% | $85,851+134.7% |
| Participation rate | 74.3% | 73.3%+0.9pp | 77.3%-3.0pp | 69.3%+5.0pp |
| Annual return | 19.00% | 19.99%-1.0pp | 54.67%-35.7pp | 318.63%-299.6pp |
| Employer contribution / active EE | $2,780 | $2,044+36.0% | $2,732+1.7% | $2,565+8.3% |
| Participant deferral / active EE | $5,224 | $3,641+43.5% | $4,488+16.4% | $3,952+32.2% |
| Admin fee / account holder | $3,536 | $8,189-56.8% | $7,966-55.6% | $6,261-43.5% |